Alpha and Omega Semiconductor Reports Financial Results for the Fiscal First Quarter of 2027 Ended September 30, 2026

Stephen Chang, Chief Executive Officer of Alpha and Omega Semiconductor

“Our September quarter results demonstrate the accelerating momentum in AI and Server, where revenue grew more than 65% sequentially and 250% year-over-year, reaching over 20% of total company revenue. This exceptional growth, driven by increasing demand for AI infrastructure, was complemented by strong performance in Communications and Power Supply and Industrial, including premium smartphone battery protection, Power Tools, and DC Fans. Despite continued weakness in traditional PCs and consumer electronics, our improving business mix contributed to higher gross margins and underscores the tangible progress we are making in transforming AOS into a higher-performance power semiconductor company.”

Stephen Chang, Chief Executive Officer of Alpha and Omega Semiconductor

“Looking ahead, we are encouraged by the expanding opportunities for our differentiated power solutions as customers address increasingly complex power requirements. We continue to invest in technology, manufacturing capacity, and targeted R&D to support new design wins and broaden our participation across leading global customers. These investments, combined with our total solutions strategy, position AOS to capture a larger share of emerging opportunities and drive more sustainable growth and profitability into 2027 and beyond.”